Your Window on Wealth Spring 2026

£7trn is expected to pass between UK generations by 2050. Without planning, much of it may be lost. Is your family prepared for the great wealth transfer?

  • Estates above £325,000 may face 40% IHT, with additional residence allowances available
  • Using your ISA allowance early increases potential tax-free growth opportunities
  • National Insurance relief will be restricted above £2,000 annually from April 2029
  • 74% of advised investors plan to increase contributions this year
  • Global growth is projected at 3.3% in 2026 amid cautious optimism
  • UK dividends are projected to reach £88.8bn, up 1.5% year-on-year